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BHIA

Birch Hill Investment Advisors Portfolio holdings

AUM $2.47B
1-Year Est. Return 20.95%
This Fund
S&P 500
This Quarter Est. Return
-2.92%
1 Year Est. Return
+20.95%
3 Year Est. Return
+73.74%
5 Year Est. Return
+103.45%
10 Year Est. Return
+381.47%
AUM
$2.23B
AUM Growth
-$165M
Cap. Flow
-$51.6M
Cap. Flow %
-2.32%
Top 10 Hldgs %
40.63%
Holding
204
New
4
Increased
49
Reduced
79
Closed
9

Top Buys

Rank Stock Value
1
CLX icon
Clorox
CLX
+$8.89M
2
CHWY icon
Chewy
CHWY
+$7.16M
3
FISV
Fiserv Inc
FISV
+$2.56M
4
WST icon
West Pharmaceutical
WST
+$2.24M
5
AMZN icon
Amazon
AMZN
+$1.96M

Top Sells

Rank Stock Value
1
INTU icon
Intuit
INTU
+$34.2M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.5M
3
LH icon
Labcorp
LH
+$5.82M
4
APH icon
Amphenol
APH
+$4.78M
5
TJX icon
TJX Companies
TJX
+$3.17M

Sector Composition

Rank Sector Weight
1 Technology 24.21%
2 Financials 13.32%
3 Healthcare 12.33%
4 Industrials 12.25%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RSPE icon
176
Invesco ESG S&P 500 Equal Weight ETF
RSPE
$69.6M
$273K 0.01%
9,260
+400
+5% +$12.3K
MLPX icon
177
Global X MLP & Energy Infrastructure ETF
MLPX
$3.52B
$271K 0.01%
3,666
– –
MCO icon
178
Moody's
MCO
$82.8B
$270K 0.01%
620
– –
MBLY icon
179
Mobileye
MBLY
$2.24B
$269K 0.01%
39,100
– –
SCHD icon
180
Schwab US Dividend Equity ETF
SCHD
$107B
$261K 0.01%
8,500
– –
WAT icon
181
Waters Corp
WAT
$40.5B
$261K 0.01%
875
+275
+46% +$94.1K
AMD icon
182
Advanced Micro Devices
AMD
$774B
$252K 0.01%
1,237
-575
-32% -$123K
IWO icon
183
iShares Russell 2000 Growth ETF
IWO
$14.9B
$251K 0.01%
800
– –
HUBB icon
184
Hubbell
HUBB
$26.9B
$247K 0.01%
504
– –
CACI icon
185
CACI
CACI
$14.3B
$245K 0.01%
450
– –
VTI icon
186
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$243K 0.01%
758
– –
COMP icon
187
Compass
COMP
$9.5B
$236K 0.01%
+32,300
New +$339K
ROST icon
188
Ross Stores
ROST
$81.4B
$236K 0.01%
+1,088
New +$217K
IWV icon
189
iShares Russell 3000 ETF
IWV
$20.4B
$234K 0.01%
630
-20
-3% -$7.74K
WELL icon
190
Welltower
WELL
$170B
$228K 0.01%
1,152
– –
AKRE
191
Akre Focus ETF
AKRE
$5.4B
$211K 0.01%
4,000
-6,593
-62% -$383K
ACWX icon
192
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$207K 0.01%
+3,030
New +$214K
SYY icon
193
Sysco
SYY
$40.1B
$205K 0.01%
2,868
-138
-5% -$11.4K
UL icon
194
Unilever
UL
$135B
$202K 0.01%
3,554
– –
SERA icon
195
Sera Prognostics
SERA
$78.7M
$55.4K ﹤0.01%
27,293
– –
CMCSA icon
196
Comcast
CMCSA
$89.2B
– –
-6,918
Closed -$207K
COF icon
197
Capital One
COF
$134B
– –
-993
Closed -$241K
FDS icon
198
Factset
FDS
$10.1B
– –
-1,012
Closed -$294K
IWF icon
199
iShares Russell 1000 Growth ETF
IWF
$127B
– –
-1,816
Closed -$215K
KVUE icon
200
Kenvue
KVUE
$36.5B
– –
-21,158
Closed -$365K
5 6 7
8
9

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TW
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M
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SG
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FFA
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GWM
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Q
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SIM
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Birch Hill Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Birch Hill Investment Advisors held 204 positions worth $2.23B, down 6.9% from $2.39B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Birch Hill Investment Advisors's Q1 2026 filing shows 4 new, 49 increased, 79 reduced and 9 closed positions. Its largest new stake was Vanguard Total World Stock ETF: 6,200 shares worth $858K. The largest sale was Intuit, an estimated $34.2M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 27% a quarter earlier, followed by Financials and Healthcare.

  • Birch Hill Investment Advisors's largest Q1 2026 buy was Vanguard Total World Stock ETF: 6,200 shares worth $858K.
  • Birch Hill Investment Advisors added most to Clorox in Q1 2026, an estimated $8.89M increase.
  • Birch Hill Investment Advisors's biggest Q1 2026 reduction was Intuit, cutting an estimated $34.2M.
  • Birch Hill Investment Advisors fully exited Kenvue in Q1 2026, selling an estimated $365K.
  • Birch Hill Investment Advisors's ten largest holdings make up 41% of its $2.23B portfolio in Q1 2026.
  • Birch Hill Investment Advisors opened 4 new positions and closed 9 in Q1 2026.
  • Birch Hill Investment Advisors's portfolio value fell 6.9% quarter-over-quarter to $2.23B.

Based on Birch Hill Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.